Filed August 24, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,118 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,530 | $46,423+13.2% | $75,886-30.8% | $67,579-22.3% |
| Participation rate | 83.7% | 63.1%+20.7pp | 69.3%+14.5pp | 71.3%+12.5pp |
| Annual return | 22.59% | 32.29%-9.7pp | 30.76%-8.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $65 | $1,406-95.4% | $2,500-97.4% | $2,148-97.0% |
| Participant deferral / active EE | $3,115 | $2,564+21.5% | $3,603-13.5% | $3,539-12.0% |
| Admin fee / account holder | $45 | $132-66.0% | $5,418-99.2% | $142-68.5% |